-28.9%
CSR price history and return analytics
+53.4%
-82.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | -2.1% | -2.3% | +0.2% | -0.7% |
| 30D | +5.1% | -5.0% | +10.1% | +8.4% |
| 3M | +3.6% | -4.9% | +8.5% | +6.7% |
| 6M | -12.5% | -1.5% | -10.9% | -12.2% |
| YTD | -10.7% | +8.5% | -19.1% | -16.4% |
| 1Y | +0.5% | +11.4% | -10.9% | -7.7% |
| 3Y | +27.4% | +70.1% | -42.6% | -15.4% |
| All | -28.9% | +53.4% | -82.3% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling